Jeffrey Bentley has been Director of LGT Financial Advisors since August 2024, is a control person of the firm and directly owns under 5% of it. Jeffrey Bentley holds a Bachelor's degree in Golf Course Management from the University of Arkansas.
LGT Financial Advisors LLC is a Dallas, TX firm with $456M under management, 147 clients and 4 advisers in one office, as of its March 2026 filing.
Miller Bentley is Director and Senior Financial Advisor of LGT Financial Advisors. He is a wealth manager who has advised ultra-high-net-worth families, foundations and retirement plans for over a decade. He chairs the firm's Financial Advisory Committee and is a member of its IT Committee. Earlier, he was a Financial Representative at Fidelity Investments in Dallas.
- LGT Financial Advisors LLCCurrent– present · 6 yearsDallas, TX · Adviser representative · Firm CRD 111575
Investment adviser representative registrations
Jeffrey Bentley is registered as an investment adviser representative in Texas, since December 2019.
- TexasSince 20 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 August 2016 |
| Series 7 | General Securities Representative Examination | 10 August 2016 |
- Name
- Operations Professional Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Miller Bentley
- CRD
- 6679536
- Firm
- LGT Financial Advisors · CRD 111575
- Role
- Director
- Office
- 2626 HOWELL ST, SUITE 700, Dallas, TX 75204
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lgt-fa.com
Where does Jeffrey Bentley work?
Jeffrey Bentley has been Director of LGT Financial Advisors LLC since August 2024, and is a control person of the firm.
Is Jeffrey Bentley a financial advisor?
Yes. Jeffrey Bentley has a current investment-adviser registration in Texas, through LGT Financial Advisors since December 2019.
How many years of experience does Jeffrey Bentley have?
Jeffrey Bentley has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Jeffrey Bentley passed?
Jeffrey Bentley has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 99TO. The earliest, the Series 7, was passed in August 2016. FINRA credited Jeffrey Bentley with the SIE, which began in October 2018.
Where is Jeffrey Bentley based?
Jeffrey Bentley’s registered office is in Dallas, TX.
Is Jeffrey Bentley registered with FINRA?
No. Jeffrey Bentley has no current broker registration.
How can I verify Jeffrey Bentley’s record?
Search CRD 6679536 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Bentley’s full registration record.